Checklist

Private clinic startup checklist

Use this working checklist to organise early clinic setup decisions. It is designed to help independent clinicians see what needs attention first, what can wait and where specialist advice may be needed.

Startup checklist

  1. Define your clinic model, target patients and initial service list.
  2. Clarify whether you need premises, mobile workflows or a room-rental model.
  3. Map the patient journey from first enquiry through to follow-up and record keeping.
  4. Choose your core systems for booking, forms, payments and notes.
  5. List your governance documents, policies, SOPs and review responsibilities.
  6. Check what professional, legal, prescribing or regulatory advice you need.
  7. Build a starter supplier list for consumables, equipment and practice essentials.
  8. Plan how you will handle pricing, invoicing, card payments and receipts.
  9. Set up a basic content and marketing plan that reflects your clinic scope accurately.
  10. Create a launch timeline with clear ownership, deadlines and dependencies.

Keep in mind

A checklist helps with structure, but it does not decide what is appropriate for your professional role, service scope or regulatory position. Use it as a planning tool rather than a guarantee that everything important has been covered.